What is Karlia?

Explore Karlia, an all-encompassing CRM solution that specializes in efficient customer tracking, invoicing, accounting, and project management. If your goal is to enhance your workflows and incorporate automation, Karlia is specifically designed to fulfill your needs with its powerful yet intuitive features. This comprehensive CRM platform merges invoicing, automated accounting, and project management into a unified and streamlined experience. Improve your pipeline visibility while effectively managing the business cycles of both potential and existing customers. You can personalize your experience by creating custom fields and adding tailored views to your directory for better organization. With a single click, you can modify quotes and invoices, effortlessly converting opportunities into actionable billing documents. Handle purchase orders, delivery notes, and inventory with ease while simplifying the management of your expenses and suppliers. You can conveniently log expenses alongside receipts and establish recurring purchases for a seamless procurement process with your suppliers. By linking your bank accounts, you can automate your accounting tasks, ensuring automatic reconciliation and a hassle-free export of your financial entries. Strengthen your customer relationships through effective communication, sharing vital business documents, and securing necessary validations for proofs. In this manner, Karlia not only addresses your operational requirements but also plays a pivotal role in nurturing enduring relationships with your clients, ultimately contributing to your business's long-term success.

Pricing

Price Starts At:
$17.70 per user, per month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Karlia provides an API

Screenshots and Video

Karlia Screenshot 1

Company Facts

Company Name:
Karlia
Date Founded:
2019
Company Location:
France
Company Website:
karlia.fr

Product Details

Deployment
SaaS
Training Options
Webinars
On-Site Training
Support
Standard Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Karlia Categories and Features

Task Management Software

Collaboration
Create Subtasks
Task Board View
Time Tracking
To-Do List View

Project Management Software

Collaboration Tools
Customizable Templates
Kanban Board
Time & Expense Tracking

ERP Software

CRM
Financial Management
Inventory Management
Order Management
Project Management
Reporting/Analytics

CRM Software

Calendar/Reminder System
Document Storage
Quotes / Proposals
Segmentation
Task Management

Billing and Invoicing Software

Billing Portal
Contact Database
Customizable Invoices
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator

Accounting Software

Bank Reconciliation
Billing & Invoicing
Expense Tracking
Tax Management